DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M••••• R• A••••

C•••••• S••••••••• M••••••••• I•••independent RIARochester, Ny IA-onlyIAPD 6566064

Feed of 09/15/2026

Also filed as Morgan Renee Allen

At current firm

0 y

since Jul 30, 2026

In the industry

11 y

since Sep 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• S••••••••• M••••••••• I••• independent RIA current
since Jul 30, 2026 · Rochester, Ny
B••• M••••• A••••••• independent RIA
May 19, 2025 to Jun 17, 2026 · Pittsford, Ny
S•••••• W••••• A••••••• L•• independent RIA
Jul 5, 2024 to Mar 25, 2025 · Rochester, Ny
C•••••• S••••••••• M••••••••• I••• independent RIA
Sep 16, 2022 to Jun 18, 2024 · Glen Allen, Va

Moves

a registration end followed by a registration begin elsewhere

B••• M••••• A••••••• to C•••••• S••••••••• M••••••••• I•••
left Jun 17, 2026, registered Jul 30, 2026 (43 days) · RIA to RIA
S•••••• W••••• A••••••• L•• to B••• M••••• A•••••••
left Mar 25, 2025, registered May 19, 2025 (55 days) · RIA to a newly registered adviser
C•••••• S••••••••• M••••••••• I••• to S•••••• W••••• A••••••• L••
left Jun 18, 2024, registered Jul 5, 2024 (17 days) · RIA to RIA

Signals

M••••• R• A•••• left B••• M••••• A••••••• for C•••••• S••••••••• M••••••••• I••• (registered 2026-07-30)
Jun 17, 2026 · Advisor changed firm · fact
M••••• R• A•••• left S•••••• W••••• A••••••• L•• for B••• M••••• A••••••• (registered 2025-05-19)
Mar 25, 2025 · Advisor changed firm · fact
M••••• R• A•••• left C•••••• S••••••••• M••••••••• I••• for S•••••• W••••• A••••••• L•• (registered 2024-07-05)
Jun 18, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address